Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | MassMutual Premier Disciplined Growth Fund · MPGAX, MPGLX, MPGSX, DEIGX, MPDGX, MPDIX, MPDRX, MMNYX cheaper | 39% | 0.59% | — |
| 2 | Guggenheim RBP Large-Cap Defensive Fund cheaper | 37% | 0.92% | — |
| 3 | Capital Appreciation Fund · JHCPX, JICPX cheaper | 37% | 0.74% | — |
| 4 | Guggenheim Directional Allocation Fund cheaper | 36% | 1.08% | — |
| 5 | MM Equity Asset Fund cheaper | 35% | 0.28% | — |
| 6 | Goldman Sachs Enhanced U.S. Equity Fund · GALLX, GCLLX, GILLX, GRLLX, GSLLX, GFCUX, GGZPX cheaper diff. adviser | 35% | 0.56% | Goldman Sachs Asset Management, L.P. |
| 7 | Victory 500 Index VIP Series cheaper | 35% | 0.28% | Victory Capital Management Inc. |
| 8 | Calamos Dividend Growth Fund · CADVX, CCDVX, CIDVX diff. adviser | 34% | 1.10% | Calamos Advisors LLC |
| 9 | MassMutual Select T. Rowe Price Large Cap Blend Fund · MMLRX cheaper | 34% | 0.00% | — |
| 10 | SA T. Rowe Price Growth Stock Portfolio cheaper diff. adviser | 34% | 0.87% | SunAmerica Asset Management, LLC |
| 11 | Goldman Sachs Strategic Growth Fund · GSTIX, GSTSX, GGRAX, GGRCX, GSTRX, GSTTX, GGRUX, GSPPX cheaper diff. adviser | 34% | 0.74% | Goldman Sachs Asset Management, L.P. |
| 12 | Invesco QQQ Trust, Series 1 | 33% | — | — |
| 13 | Large Cap Equity Fund · TLGUX cheaper | 32% | 0.47% | — |
| 14 | JPMorgan Carbon Transition U.S. Equity ETF · JCTR cheaper diff. adviser | 32% | 0.15% | J.P. Morgan Investment Management, Inc. |
| 15 | VY(R) T. ROWE PRICE GROWTH EQUITY PORTFOLIO cheaper diff. adviser | 32% | 0.71% | Voya Investments, LLC |
| 16 | Centre American Select Equity Fund cheaper diff. adviser | 32% | 1.05% | Centre Asset Management, LLC |
| 17 | Allspring Diversified Large Cap Growth Portfolio | 32% | — | — |
| 18 | Global X Nasdaq 100 ESG Covered Call ETF cheaper diff. adviser | 31% | 0.61% | Global X Management Company LLC |
| 19 | Global X S&P 500 ESG Covered Call ETF cheaper diff. adviser | 31% | 0.60% | Global X Management Company LLC |
| 20 | Unusual Whales Subversive Democratic Trading ETF cheaper | 30% | 0.76% | — |
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